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Student
Mobility
& Credit
Transfer
A NationalandGlobal Survey
Sean Junor and Alex Usher
June 2008
Student MobilityandCreditTransfer:
A NationalandGlobalSurvey
By Sean Junor and Alex Usher
This paper was originally produced for the Canadian Council on Learning
as a background paper for their 2007 publication Post-Secondary Education
in Canada: Strategies for Success. The Educational Policy Institute thanks
the Council for its financial support in the preparation of this document.
The Educational Policy Institute is a non-profit organization based in
Virginia Beach, Virginia with offices in Toronto, Ontario and Melbourne,
Australia. EPI is dedicated to the study of issues related to the expansion of
quality educational opportunities. Visit www.educationalpolicy.org for
more information.
Copyright 2008 Educational Policy Institute. Contents may be photocopied
and distributed with attribution.
EducationalPolicyInstitute
2
Introduction
Technological advances in communication and transportation have
increased educational opportunities for post-secondary education students
around the globe. Individuals and information now travel quicker and
cheaper between countries and continents. Post-secondary institutions no
longer have a local, jurisdictional or even domestic focus; their vision is
global. Furthermore, governments and employers recognize that the
workforce of the future must include well-trained, globally aware
professionals with international work experience who can solve economic
and social problems. At the same time, students and faculty are becoming
increasingly interested in spending time in different academic environments,
often in foreign surroundings. The length of stay can range from one
semester to the pursuit of a full academic credential.
A proper protocol (or mechanism) designed to recognize previous academic
performance is essential in ensuring a full range of studentmobility options.
It is for this reason that credit transfer andstudentmobility are linked.
Credit transfer systems provide the lubricant to ensure seamless academic
mobility. Therefore, the purpose of this paper is to explain studentmobility
and credit transfer in a conjoined fashion.
The first half of the paper will center on studentmobilityand what it means
to the post-secondary system. The barriers which prevent the free flow of
students from jurisdiction to jurisdiction will also be focused upon.
Additional sections will examine the role finance, information and most
importantly – academics – play in the restriction of opportunity. Next, the
paper will investigate measures designed by post-secondary institutions and
governments to assist increased mobility opportunities. The mobility
section will end with a detailed analysis of the Canadian performance on
select mobility measures and provide additional information on the mobility
picture in the main international post-secondary education systems (e.g.
United States and the United Kingdom).
The second half of the paper will examine how post-secondary education
credits act as a form of knowledge “currency” and how the issue of credit
recognition is best seen as a policy issue which requires the “exchange” of
one institution’s credits into a currency that other institutions can freely
accept. It will examine how credit transfer works in various Canadian
jurisdictions, the role played by Credit Transfer Councils in certain
jurisdictions and how transfer information is ultimately conveyed to the
student, parent, guidance counsellor or post-secondary institution. Finally, a
detailed analysis of credit transfer systems in Europe, Australia, New
Zealand, the United Kingdom, the United States and the European Union
will be provided.
EducationalPolicyInstitute
3
PartI:StudentMobility
Student mobility is defined as any academic mobility which takes place
within a student’s program of study in post-secondary education. The
length of absence can range from a semester to the full program of study.
There are two main types of student mobility: mobility for an entire
program of study (diploma or degree mobility); and for part of a program
(credit mobility). This paper will examine the latter two types of mobility.
Students studying in multiple academic settings believe that a series of
benefits will accrue from their studies. These individuals may, for example,
be interested in strengthening their personal development, increasing their
academic opportunities or enhancing their career prospects. Mobile
students believe that a diversified education provides them with increased
confidence, maturity, linguistic competence and academic ability. Exposure
to other cultural surroundings is also perceived as being important (King
2004, Malysheva 2005). Higher education institutions likewise benefit from
student mobility. The learning environment for all students is often greatly
enhanced, as returning students and incoming exchange students bring an
added dimension to the classroom.
European countries have benefited for the past two decades from a regional
student mobility initiative known as Erasmus (European Action Scheme for
the Mobility of University Students). This program, which will be discussed
in greater detail later in the paper, is the operational framework for the
European Commission's initiatives in higher education and in some cases
makes transfer of credit across national borders easier than transfer of
credits within them. As a result, a number of European countries (e.g.
United Kingdom) are revisiting (or recently have revisited) their student
mobility policies to encourage mobility internally and throughout the
European Union (EU) to build off the success of Erasmus. These countries
are also trying to expand the influx of students from their former colonies
and reach out to new markets.
In the Asia-Pacific region, institutions can join the UMAP (University
Mobility in Asia Pacific) program designed to promote regional student
mobility. UMAP membership includes over 30 countries, territories, and
special administrative regions. This membership also includes 24 American
institutions – located in 16 different states.
BarrierstoStudentMobility
Barriers to studentmobility are not entirely different from barriers
preventing individuals from attending post-secondary education in general.
Youth who choose not to go on to post-secondary education cite a variety
Mobilestudents
believethata
diversifiededucation
providesthemwith
increasedconfidence,
maturity,linguistic
competenceand
academicability.
EducationalPolicyInstitute
4
of reasons for their decision. Roughly three major “sets” of barriers effect
these decisions. These are, in order of increasing importance:
information/motivation, financial, and academic (Junor and Usher 2004).
Insufficient information on study possibilities outside one’s local area may
prevent students from studying away from home. With respect to semester
or year-abroad opportunities, home and host institutions often do not
provide enough information on mobility opportunities and do not assure
students that they will receive the necessary support before going abroad,
during their studies at foreign institutions and after their return. Many
qualified students may fear that they could lose academic standing by taking
different credits at another institution.
Lack of adequate financial resources may also be a very important factor in
a student’s decision not to leave home in order to attend PSE. The issue of
finances refers not only to a shortage of money; it also pertains to student
lifestyles (in particular, part-time employment that students are afraid to
lose by going elsewhere) and future issues (e.g., students can lose tuition
fees paid to their home university if they go to study elsewhere). However,
financial support can be provided to minimize the influence of financial
barriers, and students can receive funding to cover their expenses from
institutions andnational or international funds.
Academic barriers to mobility largely consist of two main components –
lack of academic qualification and the absence of credit recognition. Post-
secondary students face the demand for different academic qualifications
required for entry into programs abroad – this is likely less of an issue for
those students interested in taking courses or credits only for a short period
of time.
The second issue, which will be explored in full later in the paper, is non-
transferability of credits. Post-secondary students maybe reluctant to
attempt a semester or year away from their home institution if they are not
certain they will receive full credit value for their studies.
There are a few additional barriers that prevent full mobility inside an
increasingly global post-secondary system. General language proficiency
and cultural integration (culture shock) often hold individuals back from
choosing to study abroad. The issue of cultural integration is not limited to
students studying abroad. It is also a common barrier for many first-
generation, visible-minority or Aboriginal students inside various countries,
including Canada.
Generallanguage
proficiencyand
culturalintegration
(cultureshock)often
holdindividualsback
fromchoosingto
studyabroad.
EducationalPolicyInstitute
5
Financial Measures Promoting StudentMobility
We will return to issues of academic barriers to mobility in Part II of this
paper, which deals with credit transfer. Credit transfer is not the only
barrier that governments and other funders can play in role in helping
students to overcome. As noted above, financial barriers to mobility are
also substantial, but private foundations, post-secondary institutions and
governments all provide varying levels of support to encourage or enhance
post-secondary studentmobility throughout home countries and around the
globe. There are two main categories of student aid programs designed to
encourage mobility–portable aid targeting intra-state (i.e. domestic) mobility
and portable aid targeting inter-state (i.e. international) mobility.
Domestic mobility programs do not appear to be a priority for many
national or local governments. In fact, in many parts of the world there are
actually financial barriers erected for non-local, domestic students in the
form of differential tuition fees.
Student aid designed to increase international mobility, on the other hand,
is relatively widespread. The four best examples of this type of aid are the
Fulbright US Student Program, the Chevening Scholarship in the United
Kingdom, Australian Scholarships and the financial component of the EU’s
Erasmus program, all of which were designed to promote global mobility.
The Fulbright U.S. Student Program is the largest American exchange
program offering opportunities for students and young professionals to
undertake international graduate study, advanced research, university
teaching, and teaching in elementary and secondary schools worldwide.
Approximately 3,500 students from over 150 countries receive Fulbright
awards including 1,200 American students from all fields of study.
The Chevening Scholarships program is the premier British government
scholarships scheme for international students. Chevening is funded by the
Foreign and Commonwealth Office in the United Kingdom. Significant
contributions are also made by UK higher education institutions, the private
sector, other government departments and devolved administrations (i.e.
the Welsh and Scottish governments). The program is administered by the
British Council and assists over 1,700 students annually with a scholarship
budget of just over £33.4 million ($76.5 million) (Foreign and
Commonwealth Office 2006).
Australian Scholarships is an initiative of the Australian Government to
promote education cooperation and development in the Asia-Pacific region.
There are three main components of this merit-based award program:
Development Scholarships – undergraduate and graduate, Leadership
Awards – postgraduate and fellowships and the Endeavour programme. In
2006, the Australian government committed an additional A$1.4 billion
EducationalPolicyInstitute
6
($1.32 billion CDN) to the program to assist an additional 19,000 top flight
students from around the region until 2011. The maximum award available
is A$250,000 ($235,000 CDN) for PhD programs.
The Erasmus program provides European students with the
opportunity to study outside their home country in another European
country for a period of between three and 12 months. Each year
approximately 140,000 students receive grants to study inside Europe
at various institutions. The program has an annual budget of €190
million ($294.5 million CDN) to support students.
It should be noted, however, that this is not the only form of assistance
available to EU residents who move from one country to another. EU law
requires every country to treat nationals from other EU countries identically
to citizens of its own when it comes to issues such as social assistance. As a
result, students who move from one country to another are also eligible to
benefit from the host country’s student financial aid system (this is the
inverse of student aid mobility provisions in Canada, where provinces are
required to treat their own citizens identically regardless of where they
study). Depending on the relative generosity of the student aid systems of
the student’s home and destination country’s student aid systems, this can
be a very important source of support as well.
Canada provides very little of either type of aid. Programs designed to
facilitate intra-national mobility are few and far between. There are only two
truly notable examples of this type of activity. The first is the Council of
Ministers of Education (CMEC) Explore bursary program – which offers
students an opportunity study in a second language inside of Canada. The
second is the Canadian Merit Scholarship Foundation (CMSF) program.
Though the CMSF does not have inter-provincial mobility as one of its
main goals, the fact that it grants $75,000 scholarships over four years and
stipulates leaving home as one of the de facto conditions of the award,
makes it this country’s closest thing to a financial mobility incentive.
Canadian student aid designed to promote globalmobility is largely
disjointed and often consists of very modest sums of money. Many
Canadian colleges and universities (e.g. University of Ottawa’s Student
Mobility fund and University of British Columbia StudentMobility Awards)
have one-off scholarships and awards to encourage students to take a
semester or year abroad. Canadian provinces and territories (e.g. The
Ministry of Education of Quebec StudentMobility Bursary program) also
EducationalPolicyInstitute
7
offer some financial measures to support students pursing a portion of their
studies abroad.
Results: Data on StudentMobility
Data Limitations
Student mobility, whether it be inward mobility (i.e., from one domestic
institution to another) or outward mobility (i.e., Canadian students studying
abroad), can be difficult to measure. Statistics Canada’s data collection in
this area is notably deficient in this area. Canadian post-secondary
institutions, particularly community colleges, report unit record data to
Statistics Canada in an inconsistent manner. Some institutions report
various student characteristics (e.g., age, gender and province of origin),
while others report only the total number of students enrolled, making
additional analysis on the aggregate file impossible. Statistics on student
mobility therefore need to be viewed with caution, as they can only
approximate, rather than reflect, the real situation.
The state of knowledge on Canadian students pursing credits or credentials
abroad is even worse. There is no single accessible database tracking such
developments. The credit data reside with each Canadian institution that
has established agreements with international institutions. The Association
of Universities and Colleges of Canada collects information from its
members and has constructed the Canadian University International
Exchange Agreements Database (CUE). Data on credentials are best
accessed through either the Institute for International Education (IIE) or
UNESCO – but neither one is considered infallible. Until 2001, the IIE
published data on the number of Canadians studying in the U.S. by state
and by institution, but the data are no longer available due to security
concerns. As a result, it is largely unclear how Canada compares with other
educational world leaders in terms of student mobility.
The various Canadian survey instruments from which data on barriers to
post-secondary education can be extrapolated – e.g., School Leavers’
Survey/School Leavers’ Follow-up Survey (SLS/SLF), 2000 Youth in
Transition Survey (YITS), 2002 Post-Secondary Education Participation
Survey (PEPS) – have never asked students directly about mobility barriers.
For all the flaws in Canadian data collection, the collection and availability
of data from other countries is often a problem as well, especially when it
comes to ensuring cross-nationally comparable statistics. For example, it is
unclear whether comparable local andnational data is finding its way to
various international datasets- UNESCO, OECD and EUROSTAT.
Various studies (Lanzendorf and Teichler 2003 and Kelo et al 2006) have
Thestateof
knowledgeon
Canadianstudents
pursingcreditsor
credentialsabroadis
evenworse.Thereis
nosingleaccessible
databasetracking
suchdevelopments.
EducationalPolicyInstitute
8
identified the problem as larger than just anational one. Many European
countries (and increasingly Canada) are not reporting highly relevant and
politically sensitive data at all. Furthermore, data quality differs strikingly by
level of post-secondary education. Finally, the lack of uniform definitions
on all post-secondary education terms presents a problem to the user and
the reader.
Canadian mobility data
There are several potential metrics by which to measure the degree of
student mobility in Canada. Traditionally, it has been measured in terms of
inter-provincial mobility (which is the only statistic regularly tracked by
Statistics Canada), but this is a fairly restrictive definition of mobility. It
could equally be measured as the percentage of students who move away
from their parents’ home to study or the percentage who move more than a
certain distance away from their parents’ home. Students moving abroad to
study is also a factor in the mobility equation. The sections below look at
mobility from each of these perspectives.
Leaving home to study in Canada
At the most basic level of mobility – that is, simply moving from away from
the parental home in order to study - the Canadian Undergraduate Survey
Consortium (2005) and the Canadian College StudentSurvey (2005) both show
that approximately 40 per cent of college and university students live away
from their parents. According to the undergraduate survey consortium data
this figure appears to be largely unchanged over the past six years.
Another pair of Canadian studies have further investigated student
relocation patterns for academic pursuits. The 2003-04 EKOS Canadian
post-secondary student financial survey Investing in Their Future: ASurvey of
Student and Parental Support for Learning and the Canada College StudentSurvey
provide the best available data on this subject. According to the EKOS
survey, just over one-third of post-secondary students – including 38
percent of university students and 21 percent of college students - indicated
that they moved from one city to another to attend a post-secondary
institution.
These studies also show that students who relocate are most likely to be in
their mid-20s. In fact, four in ten students between 20 and 25 years of age
reported moving. Younger students (under 18) were the least likely to move
(17 per cent), while students aged over 30 were only slightly more likely to
do so (20 per cent). This is not surprising, since the majority of older
students would be fairly settled in their lives, while younger students, in part
due to the significant number of college students (including those attending
CEGEPs in Quebec) who are less likely to need to move for school.
Fourintenstudents
between20and25
yearsofagereported
moving.Younger
students(under18)
weretheleastlikely
tomove(17percent),
whilestudentsaged
over30wereonly
slightlymorelikelyto
doso(20percent).
EducationalPolicyInstitute
9
Inter-Provincial Student Flows
Students often choose to study outside of their province of residence, for
many reasons – a desire to move away from home, a desire to study in a
program unavailable in their province of residence, etc. As indicated above,
this decision is much more common among university students than college
students.
At the university level, just over one in ten students leaves his or her
province of origin to study; at the college level, the number is not much
more than one in 50. The number for university students has risen
somewhat over the past decade, but for most of the past 20 years the
proportion of students studying out of province has remained within the
range of eight to ten per cent. The most recent available figures suggest that
the number is now 12 per cent, but the rise in this percentage has been
accompanied by a rise in the percentage of students whose origin is
“unknown” or “unreported,” so the increase may be due to data irregularity
rather than actual changes.
Table 1 below describes the in- and out-migration of full-time university
students for all provinces in the 2003-04 academic year. The data in this
table show that the majority of jurisdictions (i.e., seven of ten) are net
“exporters” of students, and only three provinces (New Brunswick, Nova
Scotia and Quebec) “import” more students than they “export”.
Table1–Full‐TimeCanadianUniversityStudentMigrationin2003‐04a
Province
Totalnumberof
students
Totalnumberof
studentsarrivingto
study
Totalnumberof
studentsleavingto
study
Netgain(+)orloss
(‐)
Out‐of‐province
studentsasa
percentageoftotal
enrolment
NL 14,446 1,179 2,342‐1,163 8%
PE 3,251 608 1,628‐1,020 20%
NS 36,237 10,627 4,397 6,230 29%
NB 21,123 4,862 4,460 402 23%
QC 161,775 12,687 5,988 6,699 8%
ON 313,654 15,550 17,115‐1,615 5%
MB 27,846 1,183 1,921
‐738 4%
SK 26,479 1,205 2,278
‐1,073 5%
AB 65,034 4,985 5,272
‐287 8%
BC 65,754 2,260 9,695
‐7,435 3%
Source: Association of Universities and Colleges of Canada
Note:
a
The number of students currently labelled as having home residence of “unknown” or “not applicable” is quite high. The problem is
particularly noticeable in the provinces of Alberta and British Columbia, where the University of Alberta and Simon Fraser University block reported
significant segments of data under these categories in 2003-2004.
[...]... geographic mobility than they have with educational laddering between further and higher education (as, arguably, has been the case in Canada, where similar considerations drove the development of the British Columbia and Alberta credit- transfer systems) This has particularly been the case in Australia and the United States In Australia, anational framework for credit transfer between the two vocational... institutions are to begin to see mobility as a priority Establish a merit base scholarship to recruit global academic talent In order for Canada to compete with other international countries (Australia, the United Kingdom and the United States) the country needs to create significant financial awards to recruit and retain global students This program would need to target undergraduate, graduate and post-graduate... provincial and territorial governments to address barriers to mobility It is also unclear what the demand for increased credit transfer is in Canada There have been no national surveys asking students any questions about potential mobility around Canada or outside the borders Furthermore, as the demographic picture changes (a decline in the traditional 18-21 age cohort) in Canada, it is likely that more... Prince Edward Island – and Holland College Also, the University of Prince Edward Island has committed to recognize credits earned at any university in Canada Nova Scotia and Prince Edward Island do not produce transfer guides New Brunswick produces a Guide to Transfer of Credit that documents available credit transfer between New Brunswick's community colleges and universities Newfoundland and Labrador... borne partially out of choice - Australia is trying to prove studentmobility is not a restricted regional activity and can be an intercontinental phenomenon However, the decision has also been made partially out of necessity Since over 40 percent of all Australian international students are from China and India and increasingly those students have quality domestic educational opportunities and may not... to deal with the issue of pre-requisite transfer Table 5 illustrates how credits in the Canadian post-secondary system are treated 2 Saskatchewan Council for Admissions and Transfer (SaskCAT), March 2007 (http://www.saskcat.ca/faq/) 24 Educational Policy Institute Table 5 – Canadian Post‐Secondary Education Credit Transfer Overview Jurisdiction British Columbia Alberta Saskatchewan Manitoba ... students who have studied abroad often pursue a higher degree, have a greater chance of employment upon graduation and also have a greater chance of entering a degree-related job, having a professional occupation status, and earning upwards of £20,000 ($50,000 CDN) per annum According to data from UNESCO, the number of Canadian students studying abroad has nearly doubled over the past a decade In 1990-91,... 20,000 Canadians studying abroad at the tertiary level, and by 2001-02 (the last year for which data are available), the number had grown to just under 39,000 It is unclear how many of these students have left Canada to pursue an entire degree and how many are simply going abroad for a year or a semester, as UNESCO data do not distinguish between students in these two situations By far the most popular... credential A credential (i.e., diploma and/ or degree) is awarded after astudent has successfully completed all of the curricular requirements, one of which is normally the accumulation of a minimum number of credits (assuming that acredit system exists) In a traditional four-year degree, one-quarter of the total required credits are available in a typical year of study, and modules, each with a certain... in Italy – the second most popular destination spot for Americans The remaining three most popular destinations are: Spain, France and Australia Other international examples Australia The last three decades have seen significant growth in the number of international students arriving to study at Australian post-secondary education institutions In the mid-1980s less than five percent of the total student . Mobility and Credit Transfer:
A National and Global Survey
By Sean Junor and Alex Usher
This paper was originally produced for the Canadian Council. Columbia Student Mobility Awards)
have one-off scholarships and awards to encourage students to take a
semester or year abroad. Canadian provinces and territories